Tag: SoFi

Posted on April 15, 2021

Best Robo Advisor for 2021

● Winner: SigFig
● Runner-up: SoFi
● Honorable Mention: Fidelity Go

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Posted on March 16, 2021

In our latest edition of the Robo Report™, we spoke with the SoFi team about their platform and future growth plans. SoFi has emerged as one of the most ambitious fintech platforms and has rapidly grown its product offerings in recent years.

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Posted on February 25, 2021

Best Robo Advisor For First-Time Investors

  • Winner: Betterment
  • Runner-up: Wealthsimple
  • Honorable Mention: SoFi
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Posted on February 22, 2021

Originally a consumer lending platform, SoFi has since expanded to offer investment management services.  Although it is significantly smaller than SoFi’s lending platform, SoFi Invest has attracted over $100 million in assets under management.

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Posted on November 20, 2020

Overview:

Saving for retirement is one of the most critical and personal objectives for investors. In The Robo Report, we try to make this process easier by providing transparency on retirement robo advisors. This article will primarily take a particular look at three standout robos whose performance has been stellar over the last three years: SoFi, T. Rowe Price, and Fidelity Go

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Posted on June 4, 2020

Overview:

The robo-advice industry has led the way in changing the financial services industry to benefit the average investor. Robo-advice attributes like accessibility, low cost, and low minimums have dramatically impacted the investment management space and are now branching out to other areas including cash management, banking services, and retirement income solutions. 

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